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Institutional Holdings
CIONOwnership Summary
Institutions Holding
14
Total Shares Held
631,600
Total Value Held
$1,289,701
Quarter
2026-06-30
Active Positions
Increased Positions
3
63,022 shares
Decreased Positions
3
91,591 shares
Held Positions
2
393,356 shares
New Positions
2
83,631 shares
Sold Out Positions
4
1,064,704 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC | 70,563 | $439,608 | New position | 0.00% | 2026-06-30 |
| Campbell & CO Investment Adviser LLC | 53,883 | $335,691 | ▼ -12,430 | 0.02% | 2026-06-30 |
| IHT Wealth Management, LLC | 23,242 | $144,797 | ▼ -2,424 | 0.00% | 2026-06-30 |
| Golden State Wealth Management, LLC | 20,045 | $124,882 | ▲ +407 | 0.01% | 2026-06-30 |
| KINGSWOOD WEALTH ADVISORS, LLC | 14,466 | $90,123 | ▼ -133 | 0.00% | 2026-06-30 |
| Western Wealth Management, LLC | 13,068 | $81,417 | New position | 0.00% | 2026-06-30 |
| PRIVATE TRUST CO NA | 5,820 | $36,259 | Unchanged | 0.00% | 2026-06-30 |
| BNP PARIBAS FINANCIAL MARKETS | 5,502 | $34,277 | ▲ +3,600 | 0.00% | 2026-06-30 |
| LSV ASSET MANAGEMENT | 387,536 | $2,414 | Unchanged | 0.00% | 2026-06-30 |
| WEDBUSH SECURITIES INC | 37,475 | $233 | ▲ +1,300 | 0.01% | 2026-06-30 |
| VAN ECK ASSOCIATES CORP | 0 | $0 | Sold out | 2026-06-30 | |
| Jump Financial, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Entropy Technologies, LP | 0 | $0 | Sold out | 2026-06-30 | |
| Integrated Wealth Concepts LLC | 0 | $0 | Sold out | 2026-06-30 |